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Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,966 | $54,380+221.7% | $68,509+155.4% | $59,633+193.4% |
| Participation rate | 100.0% | 70.2%+29.8pp | 74.7%+25.3pp | 68.7%+31.3pp |
| Annual return | -2.96% | 2.83%-5.8pp | 8.27%-11.2pp | 2041.45%-2044.4pp |
| Employer contribution / active EE | $23,086 | $1,539+1400.5% | $2,278+913.5% | $2,203+948.1% |
| Participant deferral / active EE | $0 | $2,643-100.0% | $3,382-100.0% | $3,192-100.0% |
| Admin fee / account holder | $168 | $3,885-95.7% | $5,275-96.8% | $4,297-96.1% |